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Frazier & Deeter

High Net Worth Senior Tax Manager

Frazier & Deeter, Tampa, Florida, us, 33646

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3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you! We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life. Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you!

Check below to see if you have what is needed for this opportunity, and if so, make an application asap. We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.

At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.

Job Summary: A Senior Tax Manager works closely with partners, as well as staff and clients and is responsible for planning, managing, reviewing, and completing client engagements. FD is looking for a motivated individual that will become an integral part of the firm and serve as a leader in the office.

Our professionals have one goal in mind when working with clients – to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties/Responsibilities:

Manage and conduct high level review of complex tax returns for our individual clients, business returns and trust returns

Stay current with changes in tax laws and regulations, advising clients on their impact and opportunities

Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery

Develop and maintain strong client relationships by providing exceptional service and understanding their business needs

Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a team approach to client service and new business development

Lead client meetings and presentations, demonstrating strong communication skills and the ability to articulate tax-related concepts clearly and effectively

Monitor engagement profitability through managing budgets, billing, and client expectations effectively

Actively participate in and lead business development efforts, including networking, attending industry events, and assisting with proposals to attract new clients

Education and Experience:

A Bachelor’s degree and/or Master’s degree in Accounting

Active CPA license

8+ years of experience in HNW tax planning, compliance, and consulting in public accounting

Deep understanding of estate, gift, and trust tax laws and their application.

Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles

Familiarity with family office services and private foundation structures

Proven expertise in overseeing complex client engagements and delivering high-quality client service

Ability to develop tax planning strategies for clients

Proficiency in tax preparation software (e.g, CCH Axcess and Microsoft Office Suite)

Experience supervising, training, developing, and reviewing the work of staff and senior associates

- hybrid

Seniority level

Seniority levelMid-Senior level Employment type

Employment typeFull-time Job function

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